by SJB Global | Sep 8, 2025 | Advice, George Symes, Guides, Pension Transfers, Pensions
If you are a UK expat, one of the key financial questions after moving abroad is whether you can still use your Stocks and Shares ISA. Knowing what happens to your ISA when your tax residency changes and understanding the best alternatives can help you manage your...
by SJB Global | Sep 3, 2025 | Advice, Cross-Border Tax, George Symes, Pensions, Retirement
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it is vital to know what is happening, what to expect, and how to protect...
by SJB Global | Aug 21, 2025 | Advice, George Symes, Pension Transfers, Pensions, Retirement, Tax
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
by SJB Global | Aug 13, 2025 | Advice, Financial Planning, Jake Barber, Pensions, Retirement
Are you an American expat who’s just been told by your 401(k) provider that they can’t manage your account while you’re living overseas? You’re not alone! Many U.S. expats face this dilemma when their 401(k) provider suddenly gives them a deadline to...
by SJB Global | Aug 11, 2025 | Advice, Ben Eccles, Investments, Markets
If your portfolio soared in U.S. markets during Q2 but looked flat in euros or pounds, you’re not imagining things. Currency moves played a bigger role than many investors realise. In dollar terms, the numbers looked fantastic: S&P 500: +10.45% in USD MSCI World:...
by SJB Global | Aug 8, 2025 | Advice, Ben Eccles, Financial Planning, Protection
After years of analysing global markets and advising expats, I’ve seen one clear pattern: Many DIY investors don’t fail because they lack intelligence… they fail because they’re doing it alone. Managing pensions, taxes, and investments across borders is complex. And...
